Marketgenius vs Trefis comparison

Marketgenius focuses on Data Visualizations, Investor Holdings, and Financials while Trefis specializes in Valuation Models, Financials, and Data Visualizations. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

Good news—both Marketgenius and Trefis offer free plans. You can try each platform without commitment and only pay when you need premium features.

Both platforms target experienced investors. If you're just starting out, expect a learning curve with either option.

Choose Marketgenius if you need Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios)., and Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ)).. Go with Trefis if Interactive “what-if” stock models - adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., and Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates. better fits how you invest.

Marketgenius offers real-time data feeds, which is essential for active traders. Trefis uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Trefis supports data exports to Excel, PDF, and Image. Marketgenius has more limited export options.